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CustomerLabs CDP

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75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Offorte logo
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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Privia logo
Proposal Software

4.2 43 user ratings

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Overview

Description Offorte you create and present online proposals that tell your story. Impress customers with a proposal that fits seamlessly and exceeds expectations. Experience the quotation program and win more assignments. Add pricing options and discounts to a proposal with the interactive pricing tables. In the proposal details, you can see when and how often a proposal has been viewed by a prospect. Templates can be created within the system to match your company's branding. When a prospect is viewing a proposal, you can ask them a question from within the proposal itself. Read more Privia Web delivers browser access and a revolutionary new review team feedback loop designed for on-the-go and virtual teams, as well as other efficiency-driving enhancements. Use templates and workflow to quickly deploy a team workspace and standardize your process, all with the click of a button. Know who is publishing documents and who is finished reviewing and head-off bottlenecks before they become delays. Review and come to a consensus together synchronously or asynchronously. Prioritize and save more time for quality revisions. Read more
Pricing Options
  • Free Trial Available
  • Free Trial Not Available
  • Privia Offers Custom plan.
SW Score & Breakdown

75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    76%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    72%

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    89%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    79%

Features

Total Features
5 Features
9 Features
Common Features for All
    Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
    Alert Notifications Alerts the user when predefined criteria is met
    Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
    Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
    Document Audit Trail Tracks the document signature history and timestamp for legal attestation
    Document Library Central repository to manage your assets like Images, PDF files, etc.,
    PDF Export Enables to export the document to PDF file for easy sharing
  • + 2 More - Show Less
    • Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
      Alert Notifications Alerts the user when predefined criteria is met
      Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
      Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
      Document Audit Trail Tracks the document signature history and timestamp for legal attestation
      Document Library Central repository to manage your assets like Images, PDF files, etc.,
      PDF Export Enables to export the document to PDF file for easy sharing
  • + 6 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • Online
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    Not Available
    4.2/5 43 user ratings
    Rating Distribution
    Not Available
    • Excellent

      46.5%
    • Very Good

      37.2%
    • Average

      9.3%
    • Poor

      2.3%
    • Terrible

      4.7%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Free Trial Not Available
    • Privia Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Standaard Others

    Premium Others

    Privia Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail
    + 2 More
    Video Thumbnail
    + 2 More

    Vendor information

    Company Details Located in: Teteringen, Netherlands Founded in: 2010 Located in: Herndon, Virginia
    Contact Details

    Not available

    https://www.offorte.com/

    703.539.0200

    https://www.privia.com/

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